港股午评：恒指涨0.52%重回25000点上方，半导体股拉升，创新药集体低迷

Market Performance - The Hong Kong stock market saw a rebound in the morning session, with the Hang Seng Index closing up 0.52%, surpassing the 25,000-point mark [1] - The Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 0.36% and 0.54%, respectively [1] Sector Movements - Major technology stocks generally experienced upward trends, with Alibaba rising by 2.4%, JD.com and Baidu increasing by nearly 2%, and Meituan up by 1% [1] - Semiconductor stocks rebounded after an initial dip, with InnoCare Pharma surging nearly 12% and the heavyweight SMIC rising by 3% [1] - Macau's gaming industry showed strong recovery, leading to collective gains in gaming stocks [1] - Real estate financing reached a new high in July, with 65 typical property companies raising funds, resulting in active performance among domestic property stocks [1] - Apple shares surged by 5% in the overnight US market, boosting related stocks in Hong Kong, with GoerTek leading the charge with a 10% increase [1] Underperforming Sectors - Biopharmaceutical stocks, which had previously been on the rise, faced a collective downturn, particularly in the innovative drug sector, with notable declines in companies like Innovent Biologics, CanSino Biologics, Tigermed, and WuXi Biologics [1] - Defense, steel, new consumption concepts, and robotics sectors also saw declines [1]